C
$21.7M Total AUM
$21.7M Disc. AUM
-- 3Y CAGR
1 Employees
103 ADV. Clients
23 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-23-2002
- Office Locations
- 1
Office Locations
-- Valley NE
About Cherry Creek Financial Advisors, Inc.
Cherry Creek Financial Advisors, Inc. is a Valley-based RIA. The firm has been operating for 23 years. Managing $21.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Financial Planning, Insurance, Investment Planning.
Team overview
-- AVG AGE
$21.7M AVG AUM / ADVISOR
$210.8K AVG AUM / CLIENT
0.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age
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Asset Classes
Prime Vertex vital
Client Personas
Vector
Investment Themes
Atlas
Investment Vehicles
Fusion
Services
Vital foundation Meridian optima Meridian Momentum glacier
Owner & Executives
E
ERIK ROLLAND ALBERTSON
President
- CRD
- #4390840
- Ownership
- 50% but less than 75%
(224) 939-2572
meridian.atlas@embercapital.com
in linkedin.com/in/matrix-glacier
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,713,430 | -- |
| Non-Discretionary | $0 | -- |
| Total | $21,713,430 | -- |
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Separately Managed Accounts
Total SMA Asset: $21,713,430
Equity - Exchange:
18.8% Other:
58.4% Cash:
22.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $341,848,854 | 18.8% |
| Other | $1,061,913,461 | 58.4% |
| Cash | $414,582,653 | 22.8% |
| Total | $1,818,344,968 | 100.0% |